Finance Client Operations Associate
PathStone
Pathstone is seeking a detail-oriented candidate to provide support to a Client Advisory Team in Winter Park, FL. The role focuses on client service, daily operations, and administrative duties, including preparing performance analysis and client materials.
The ideal candidate has a Bachelor's degree and strong communication skills, with comfort handling money movement, account openings, and trading basics. Prior finance exposure or internships are a plus in a collaborative office setting.
#J-18808-LjbffrVacancy posted 2 days ago
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